Filed is an AI-powered tax workspace built for CPA firms and tax professionals. It automates the most time-consuming parts of tax season, including data extraction, return preparation, compliance review, and tax planning, so your team can do more with less. Filed connects directly with the tax software your firm already uses, including CCH Axcess, Drake, ProConnect, Lacerte, and UltraTax, pulling data from source documents and entering it automatically. Because Filed processes returns in parallel rather than one at a time, work that used to take a week can move through in hours, not days.
Key Benefits
- Reclaim capacity without adding headcount. Filed runs returns in parallel, giving each staff member the throughput of three. Returns move faster and with greater consistency, even during peak season.
- Cut prep time by 40%. AI agents extract data from W-2s, 1099s, K-1s, and more, then enter it directly into your tax software, eliminating manual data entry entirely.
- Built-in compliance review. Filed’s Tax Review module checks completed returns against configurable rules, flagging critical issues before they become problems. Firms save 42 minutes per return on review cycles.
- Tax planning, ready to deliver. Generate client-ready tax planning reports covering retirement, business, real estate, charitable, and estate strategies, straight from client documents.
- Works with your existing stack. No ripping and replacing. Filed integrates with the tax software and workflows your firm already relies on inside the Rightworks environment.